Penobscot

Northeast Investment Management is a Boston-based registered investment advisor with over $2 billion in assets under management. They offer a range of services including investment management, fiduciary services and estate planning, tax consultation and preparation, family office services, and financial planning. Their team consists of professionals with expertise in security analysis, financial planning, tax services, and trust management, allowing them to provide comprehensive financial solutions tailored to the individual needs of their clients. At Northeast, they understand that true wealth goes beyond account balances and portfolios. They prioritize the personal and family priorities of their clients, aiming to help them achieve their goals not just in the next few months, but also for future generations. With their diverse team and network of professionals, they are able to assist clients with a wide range of financial decisions, ensuring that their clients' wealth is managed thoughtfully and in line with their values and aspirations.Generated from the website

Our Mission: To provide excellent service, support and products to our clients who have chosen us as partners in their financial voyage. Our Goal: To be one of the industry's premier independent financial professionals.